What Could The IBM-Lenovo Deal Mean For The Server, Storage Industries?

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For Lenovo: Blade Servers

When the deal closes, Lenovo will get IBM's BladeCenter blade server line. That will give Lenovo instant credibility in the blade server market, which is one of the fastest-growing parts of the x86 server business.

IDC in December reported that third-quarter 2013 blade server revenue grew 7.7 percent year-over-year to reach $2.3 billion, or nearly 19 percent of total server revenue.

IDC ranked HP as the No. 1 blade server supplier, with a third-quarter 43.6-percent market share in terms of revenue. Cisco is No. 2, with a 20.4 percent share, followed by IBM at 18.3 percent.


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